Foster Victor Wealth Advisors, LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,716,574
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 232 | 1,716,574 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q3 2025 | 10/10/2025 | 221 | 1,606,821 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q2 2025 | 7/15/2025 | 203 | 1,475,115 | 13F-HR | Foster Victor Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1
(0.0% of total reported value)
· QoQ Δ:
-10
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.567 M | 91.3% | 99.13 K | 0 | 99.13 K |
| ETFs | 124.3 K | 7.2% | 7.014 K | 0 | 7.014 K |
| Debt | 2.658 K | 0.2% | 0 | 3 | -3 |
| Other | 23.02 K | 1.3% | 3.612 K | 0 | 3.612 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
1,716,574
Holdings
232
QoQ value change ($000)
109,753
(6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.